Integer Wealth Advisors Group’s Apple AAPL Stock Holding History

Integer Wealth Advisors Group’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$11M	Sell	82,413 -986	-1%	-$127K	5.97%	3
2020 Q4	$10.6M	Buy	83,399 +670	+0.8%	+$80.6K	6.96%	2
2020 Q3	$9.58M	Buy	82,729 +313	+0.4%	+$34.2K	8.81%	2
2020 Q2	$7.89M	Buy	82,416 +8	+0%	+$620	8.07%	3
2020 Q1	$6.39M	Sell	82,408 -668	-0.8%	-$49.1K	7.26%	3
2019 Q4	$6.62M	Buy	+83,076	New	+$5.34M	6.56%	3

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Integer Wealth Advisors Group's AAPL Position: Q1 2021 in Review

Integer Wealth Advisors Group reduced its Apple (AAPL) stake by 1.2% in Q1 2021, selling an estimated $127K and leaving 82,413 shares worth $11M. The position accounts for 5.97% of the portfolio, ranked #3.

Integer Wealth Advisors Group first reported a position in AAPL in Q4 2019 and has held it in 6 quarters since. 3,844 funds tracked by Wall St. Rank hold AAPL as of Q1 2021.

Integer Wealth Advisors Group held 82,413 shares of Apple worth $11M as of Q1 2021.
Integer Wealth Advisors Group sold 986 Apple shares in Q1 2021, an estimated $127K.
Apple made up 5.97% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #3 holding.
Integer Wealth Advisors Group first reported a position in Apple in Q4 2019 and has held it in 6 quarters since.
3,844 funds tracked by Wall St. Rank held Apple as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.